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Microsoft Dynamics CRM 2011 Customization and Configuration
Language(s): English, French, German, Italian, Japanese, Russian, Spanish, Portuguese (Brazil), Chinese (Simplified)
Audience(s): IT Professionals
Technology: Microsoft Dynamics CRM 2011
Type: Proctored Exam
About this Exam
This certification exam measures your ability to understand and articulate how to customize and configure Microsoft Dynamics CRM 2011 including configuring a Microsoft Dynamics CRM organizational structure, managing users & teams and security, customizing attributes and entities, customizing relationships and mappings, configuring auditing, managing forms & views and charts, and implementing a Microsoft Dynamics CRM solution.
Exam Topics Covered
Configuring a Microsoft Dynamics CRM Organizational Structure
Managing Users & Teams and Security
Customizing Attributes and Entities
Customizing Relationships and Mappings
Managing Forms, Views, and Charts
Implementing a Microsoft Dynamics CRM Solution
This exam is intended for Microsoft Dynamics CRM Implementation Consultants and Customizers who will configure the application’s organizational settings and customize the application using built-in customization tools.
Additional Skills Recommended:
Must have a working knowledge of Microsoft Dynamics CRM 2011 usage and of solving real-world business problems by using Microsoft Dynamics CRM 2011. It is recommended, but not required, that examinees have completed Microsoft Dynamics CRM 2011 Applications training.
Credit Toward Certification
When you pass Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration, you complete the requirements for the following certification(s):
Microsoft Dynamics Certified Technology Specialist
Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration: counts as credit toward the following certification(s):
Microsoft Certified IT Professional – Applications for Microsoft Dynamics CRM 2011
Microsoft Certified IT Professional – Developer for Microsoft Dynamics CRM 2011
Microsoft Certified IT Professional – Installation and Deployment for Microsoft Dynamics CRM 2011
This Training will Cover
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam.
Configuring a Microsoft Dynamics CRM Organizational Structure (15 percent)
Manage business units.
This objective may include: creating and maintaining business units; disabling and deleting business units; transferring records
Identify and apply Microsoft Dynamics CRM architecture concepts.
This objective may include: how to customize Microsoft Dynamics CRM; where to customize Microsoft Dynamics CRM
Configure system settings.
This objective may include: applying system settings to Microsoft Dynamics CRM environment
Manage solutions and properties.
This objective may include: creating a new solution; identifying the components of solutions; applying managed and unmanaged solutions; configuring the properties of managed solution components
Managing Users & Teams and Security (15 percent)
Apply entity-based and task-based privileges.
This objective may include: differentiating between the two types of privileges
Apply the five types of access levels within the security roles.
This objective may include: differentiating between the five types of access levels
Create and configure new security roles.
This objective may include: copying privileges and access levels from existing security roles; applying security roles to specific business units; assigning security roles to teams
Manage customization permissions.
This objective may include: identifying the security rights necessary to customize Microsoft Dynamics CRM
Manage field security profiles.
This objective may include: creating security profiles; managing field permissions
Create and maintain user accounts in Microsoft Dynamics CRM.
This objective may include: adding single users; adding multiple users; identifying characteristics associated with each user licensing option; adding users to roles
Create and maintain teams of users.
This objective may include: creating teams; adding users to teams
Customizing Attributes and Entities (16 percent)
Manage options sets.
This objective may include: creating options sets; configuring options sets; deleting options sets
Create and manage custom attributes.
This objective may include: selecting an attribute type; including types and dependencies; editing custom attributes; deleting custom attributes; setting attribute security
Create, configure, and delete custom entities.
This objective may include: creating one-time only settings; identifying entities that cannot be disabled; modifying a custom entity; saving a custom entity; configuring security settings to control access to custom entities
Configure the properties of attributes and entities in a managed solution.
This objective may include: modifying the display name; creating new forms; creating new charts; creating new views
Manage different types of customizations.
This objective may include: differentiating between types of customizations; publishing customizations; re-using customizations
Customizing Relationships and Mappings (15 percent)
Differentiate between supported and unsupported entity relationships.
This objective may include: identifying relationships that can link system and custom entities
Configure 1:N and N:N relationship behavior.
This objective may include: creating a manual N:N relationship; creating a native N:N relationship; implementing cascading rules
Create and apply maps.
This objective may include: adding a mapping to a relationship; using Connections to implement relationships; managing connections and relationships
Configuring Auditing (9 percent)
This objective may include: identifying actions that are audited; turning on auditing; setting auditing at the field level; selecting entities to be audited; implementing partitions
Audit data and permissions.
This objective may include: granting permission to configure auditing
Manage the audit log.
This objective may include: examining the log; testing a customized form
Managing Forms, Views, and Charts (17 percent)
This objective may include: editing tabs; editing sections; editing fields; editing the navigation area; editing the header and footer; adding a sub-grid; adding a web resource
Create a new form.
This objective may include: creating a main form; creating a mobile form; creating a preview form; assigning roles to forms; ordering forms; parent/child forms
Create a customized view.
This objective may include: organizing data in a view; adding and maintaining fields in a view; selecting a default view
Create and manage charts.
This objective may include: adding charts to entities; selecting a chart type; applying advanced options; charting capabilities; importing and exporting charts
Implementing a Microsoft Dynamics CRM Solution (13 percent)
Implement, import, and export solutions.
This objective may include: managed solutions; unmanaged solutions; importing errors; importing logs; importing and exporting appropriate system settings
Update a managed solution.
This objective may include: configuring and implementing managed properties in solutions